Running Reports

To start running reports, you simply select it, specify the report’s settings (if any), and click Run. Note: To execute a report using a favorite (with saved report settings) see Using a Favorite. In more detail, to run a report you must: 1. Select the report from the list on the left of Mercury’s main window. The…

Using a Favorite Report

If you find that you are running the same report multiple times – especially if you want to change the layout or add calculated fields or conditional formatting – a favorite is exactly what you need. Favorites allow you to save parameter values and layout changes (rearrangements, calculated fields, conditional formatting, etc.), so you can easily re-run…

Customize a Pivot Report

Customizing pivot report fields After running a pivot report, you can customize which fields appear and how they are arranged. In a pivot-report, there are four areas where fields can reside: There are two primary methods available for changing the arrangement of your pivot-report. Drag-and-Drop Method You can adjust fields directly from the report’s tab…

Creating a Favorite

If you find that you are running the same report multiple times – especially if you want to change the layout or add calculated fields or conditional formatting – a favorite is exactly what you need. Favorites allow you to save parameter values and layout changes (rearrangements, calculated fields, conditional formatting, etc.), so you can…

CareWorks Case Study

CareWorks makes the case for using Mercury with Microsoft Dynamics GP The Challenges Dynamics GP SmartLists were not user friendly or flexible; very time-consuming Required a lot of manipulation and extra steps to create a professional presentation Often had to create multiple reports and combine them to get the one report needed The Solution Mercury…

Reports Re-Imagined

Reports are no longer the static printouts they used to be. People expect to interact with their reports, viewing various different perspectives to help form deeper understanding. How such reports are developed and delivered helps everyone in the value chain develop a better understanding of the new reporting process. Let’s look at this another way……

A Smarter SmartList: Mercury

Mercury is the next evolution of SmartLists. It is faster and has features that you’ve always wanted even if you never knew it. Discover what Mercury can do for you. Fastest Reporting Tool on the Market Large data sets render faster with Mercury than with any other reporting software. But Mercury doesn’t just render fast, it…

How to get Immediate Insight Instead of Learning how to Create Pivot Tables

Building pivot tables requires sophisticated Excel spreadsheet skills that most financial experts likely don’t have. While training is available, here is how to engage with a subcontracted expert to develop a pivot table system that truly serves your needs. until you have time for training, this is an excellent way to reduce your time-to-value. There’s…